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Submitting annuity business

We strive to make submitting annuity business a convenient and efficient experience. That's why we offer a wide range of resources, flexible processes and a supportive new business team.

We’re with you at every step of the submission process

From beginning to end, we have the support and tools you need to make the annuity business submission process smooth and efficient for you and your clients.
Submitting applications
Submitting applications
Find details on the submission methods we support and ensure applications are fully completed.
Tracking Pending Business
Tracking Pending Business
Learn how to stay informed with our pending business tool.
Delivering Documents
Delivering Documents
Explore the convenience of electronic document delivery for variable annuity contract holders.
Financial professional confirms a detail with his client as he submits annuity business with speed and efficiency on his laptop.
Ready to submit an annuity application?

We support major vendor supplied electronic application solutions as well as firm specific platforms. Please check with your associated firm to learn which system may be available to you.


We even have a checklist to ensure application completion and help you avoid potential delays.

Download Checklist
Keep track of your pending business and 1035 Exchanges
You can view the real time status of your pending annuity business and 1035 exchanges using our pending business tool Access the tool from your dashboard.
Financial professional uses the online pending business tool to get status updates on pending business and 1035 Exchanges.
financial professional excited to learn about Protective's eDelivery program for his variable annuity clients.
Electronic delivery option for variable annuity documents
With our eDelivery program, variable annuity contract holders can sign-up to receive prospectuses and other key documents by email. Sign-up is simple and quick.
Sign up
We're here for you
We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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Welcome to Protective

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